Q2 2020 Holdings
Filed 2020-08-14 | 10 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biglari Hldgs Inc(BH) | COM STK CL B | 08986R309 | $990.0K | 14,358 | 53.8% |
| Babcock & Wilcox Enterprises(BW) | COM | 05614L209 | $760.0K | 333,441 | 41.3% |
| A10 Networks Inc(ATEN) | COM | 002121101 | $53.7K | 7,883,675 | 2.9% |
| Immersion Corp(IMMR) | COM | 452521107 | $23.3K | 3,745,832 | 1.3% |
| Emcore Corp(EMKREUR) | COM NEW | 290846203 | $6.5K | 2,032,468 | 0.4% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $3.3K | 156,930 | 0.2% |
| NET 1 Ueps Technologies Inc(LSAK) | COM NEW | 64107N206 | $1.8K | 576,668 | 0.1% |
| Micro Focus Intl PLC(MFGPUSD) | SPON ADR NEW | 594837403 | $1.4K | 248,549 | 0.1% |
| Emcore Corp(EMKREUR)Call | COM NEW | 290846203 | $431 | 135,400 | 0.0% |
| Harmonic Inc(HLIT) | COM | 413160102 | $294 | 61,903 | 0.0% |